Email template: Pre-authorized debit agreement

Ready to Set Up PAD with Your Customers? When you're following the prompts to add PAD as a new payment method for your customer in the Notch dashboard, the email below is what your customer will receive if you select the option "Send your customer a digital PAD agreement"

SUBJECT LINE: Pre-authorized debit agreement acknowledgement

Dear [Customer Name],

Thank you for authorizing [Your Company Name] to withdraw payments from your bank account by Pre-Authorized Debit (PAD). This email serves as a written confirmation of your verbal agreement made on [Date of Verbal Authorization].

Below are the details of your PAD Agreement:

Payor Information:
Name: [Customer Name]
Bank Institution number: [Institution number]
Bank Branch: [Branch number]
Account Number: [Bank Account Number – mask this if possible]

PAD Type: [Personal or Business]
Payment Type: Recurring and One-Time
Amount: vary
Frequency: For all invoices for products delivered on their due date.
Start Date: 

Payee (Biller) Information:
Name:
Contact: 

You have certain recourse rights if any debit violates this agreement. For example, you have the right to receive reimbursement for any debit that is not authorized or is not consistent with the terms of this PAD Agreement.

You may contact your financial institution or visit www.payments.ca to obtain more information on your recourse rights.

You may cancel this authorization at any time with 30 days' written notice by contacting us at [your contact email/phone].

Sincerely,
[Your Name]
[Your Title]
[Your Company Name]
[Your Contact Info]